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Volunteer List Include Tab

The Include page appears when you create a new report or modify an existing Volunteer list report. Use the options on the Include page to choose which volunteers you want to include in this Volunteer List report. You can also choose the report's file format (PDF or Excel) on this page.

What format do you want for this report?

You can choose to create this report as either a PDF file, or as an Excel spreadsheet file. Use this control to make this choice.

Which volunteers do you want to include in this report?

Choose which volunteers you want to appear on this report. See the settings below of information on each choice.

Tagged volunteers

This checkbox is disabled unless you previously tagged one or more volunteer records. Check this checkbox if you want the report to include the tagged volunteers.

These volunteers:

Check this checkbox if you want the report to include all volunteers, or just the volunteers you specify using the following controls. You should only uncheck this box if you selected Tagged volunteers and you only want the report to include the tagged volunteers.

Status

Choose Any if you want this report to include volunteers regardless of what their current Status is.

Choose Any of these if you want this report to include volunteers whose current Status is one of those you check, then check the Statuses you want to include.

Type

Choose Any if you want this report to include volunteers regardless of what their Type is.

Choose Any of these if you want this report to include only volunteers whose Type is one of those you check, then check the Types you want to include.

The Type field appears in the Name box on the Core tab tab, and it is typically used for classifying volunteers by major program type, such as Adult, Junior, Student, Regular, Occasional, Auxiliary, and so forth.

Kind

The Kind field is located on the Core tab in each volunteer record. It is used to show if a volunteer record is for an individual person or a group that volunteers.

Select Both individuals and groups if you want the report to include both individuals and groups.

Select Individuals only if you want the report to only include individual volunteer records.

Select Groups only if you want the report to only include group volunteer records.

Flag

Choose Any if you want this report to include volunteers regardless of what Flags appear on their Core tab.

Choose Any of these if you want this report to include only volunteers who have at least one of the Flags you check, then check the Flags you want to include.

Choose All of these if you want this report to only include volunteers with every Flag you check.

Choose Not any of these if you want this report to only include volunteers who do not have any of the Flags you check.

The Flags appear in the Flag box on the Core tab for each volunteer. Flags are typically used to classify volunteers into different overlapping groups, such as Board of Directors, Donor, Sponsor, Day of Caring, Red Team, and so forth.

Site

This option appears if you use Site Level Access in Volgistics, and you have access to the volunteer records for all Sites in your organization.

Choose Any if you want this report to include volunteers regardless of which Sites they serve at.

Choose Any of these if you want this report to include only volunteers who serve at at least one of the Sites you check, then check Sites you want to include.

Set

Check This set and then select a Set if you want this report to include only the volunteers in a certain Set. See Limit a Report to the Volunteers in a Set for more information.

When you're finished choosing the Include options for your report click Next to continue to the next step.